The Business Concierge Specialist will provide high touch Treasury Management support for top tier/complex commercial client portfolio.
Responsibilities include but are not limited to:
Work with the TM Sales Officers, relationship managers and directly with clients to efficiently implement products and services offered to top tier/complex commercial clients.
Ensure appropriate Treasury Management documents and agreements are properly completed and executed prior to implementation.
Implement all Treasury Management products and services. Train clients in appropriate use of Treasury Management Products.
Provide second level customer support for all Treasury Management and business clients, as necessary. Assist clients with routine needs such as system functionality questions, moderate level technical issue resolution, billing issues, etc. Also provides information on client transaction accounts and other general banking needs.
Work with Operations and other departments as necessary to research and resolve complex issues that affect clients or that are related to the products and services we support.
Identify cross sale opportunities to Treasury Management Sales Officers for potential new revenue generating opportunities.
Participate in testing of new products and product enhancements. Report problem areas and suggest resolutions to correct them.
Attend all training sessions and complete online courses as deemed appropriate in support of the current position. Adhere to bank policy and procedures.
Accounting or Finance training or related work experience.
Extensive knowledge of Treasury Management or bank operations experience. ACH and bank information reporting (system) knowledge is strongly recommended.
Must be able to multi-task effectively through numerous daily issues.
High degree of detail orientation.
Ability to perform complex assignments involving a high degree of mental alertness and application of sound judgment and above average analytical ability.
Excellent written and verbal communications required to communicate effectively to both external clients as well as internal technical project teams.
High School Diploma or GED and a minimum of four years' related banking experience.
Associates degree with related banking experience preferred.